Skip to content
Disclosery

Essex Financial Services, Inc.: INTU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Essex Financial Services, Inc. on INTU, newest first. How the timeline and the estimate are built.

Essex Financial Services, Inc. held 1,114 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,114 shares
    Change vs previous 13F -91 shares

    0.01% of the 13F portfolio, value $290,785.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,205 shares
    Change vs previous 13F -644 shares

    0.03% of the 13F portfolio, value $520,819.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 1,205 shares
    • Essex Bank: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,849 shares
    Change vs previous 13F -25 shares

    0.06% of the 13F portfolio, value $1,225,121.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 1,405 shares
    • Essex Bank: 444 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,874 shares
    Change vs previous 13F -19 shares

    0.06% of the 13F portfolio, value $1,280,049.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 1,401 shares
    • Essex Bank: 473 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,893 shares
    Change vs previous 13F -24 shares

    0.08% of the 13F portfolio, value $1,491,277.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 1,417 shares
    • Essex Bank: 476 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,917 shares
    Change vs previous 13F -95 shares

    0.07% of the 13F portfolio, value $1,177,211.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 1,379 shares
    • Essex Bank: 538 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,012 shares
    Change vs previous 13F +33 shares

    0.07% of the 13F portfolio, value $1,264,721.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 1,366 shares
    • Essex Bank: 646 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,979 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,213,720.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 1,355 shares
    • Essex Bank: 624 shares

    Acceptance time not in the bulk data set (spec §4.2).